Our Luxembourg office is seeking an Investment Counsellor to build long-standing relationships with high-net-worth clients, manage their investment portfolios, and provide exceptional service.
Job Description
The Investment Counsellor will be responsible for:
* Managing a portfolio of high-net-worth clients with approximately €100-150 million in assets.
* Providing regular portfolio updates and financial market analysis to clients.
* Building and maintaining strong relationships with clients through excellent communication and customer service skills.
Required Skills and Qualifications
To succeed in this role, you will need:
* A minimum of 5 years' experience in the banking/wealth/insurance management industry.
* Strong knowledge of financial concepts, markets, and insurance products.
* Fluent French and English language skills.
* A Master's degree in Finance or Wealth Management (ideal).
Benefits
As an employee of our company, you can expect:
* 100% paid premiums for top-tier supplemental healthcare plan.
* 28 days annual leave with the ability to purchase up to 3 additional days per year.
* Supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling.
* Up to €219.60 in employer-paid monthly lunch vouchers.
We are committed to providing a collaborative working environment that practises ongoing training, educational support, and employee appreciation events.